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UPCOMING EVENTS
Ubisoft 26Q3 Results Call.m4a
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution -

Sarria | UBISOFT - Client Call, 5 February , 3 pm UK | 10 am EST

Cap Structure - 5 Feb 26

Fundamentals - 5 Feb 26

Tencent Transaction | Valuation - 5 Feb 26

Liquidity - 5 Feb 26

Options - 5 Feb 26

Investment Discussion - 5 Feb 26

Presentation

 
SARRIA News -INTU
Ubisoft - comment
Wolfgang Felix
Ubisoft - comment
Wolfgang Felix

All but the short dated bonds should give up some of their recent gains. Not because the news was so much worse than expected -

Wolfgang Felix
Wolfgang Felix
Ubisoft - comment
Wolfgang Felix

We are supportive of the new appointments. Julien Bares’ background from Ubisoft strikes us as a great hire to lead Creative House 3, the

Wolfgang Felix
Wolfgang Felix
Ubisoft - comment
Wolfgang Felix

In an interview with Les Echos, Yves Guillemot stated again that he continues to explore further asset sales. In the same sentence, he could

Wolfgang Felix
Ubisoft - comment
Wolfgang Felix
Ubisoft - comment
Wolfgang Felix

Unfortunately, we were not allowed to ask questions, but yesterday’s most ominous word was “re-profile”. Management emphasised several

Wolfgang Felix
Wolfgang Felix
Ubisoft - comment
Wolfgang Felix

A three-day trial begins at Ubisoft in reaction to the announced additional cost savings plans. Ubisoft has already cut 20% of its

Wolfgang Felix
Ubisoft Client Call and Presentation are now available on the website.
Martha Felix
Ubisoft Client Call and Presentation are now available on the website.
Martha Felix

Unisoft Client Call is now available on Ubisoft’s page.

Martha Felix
Ubisoft - We're playing for it - Initiation - Positioning
Wolfgang Felix
Ubisoft - We're playing for it - Initiation - Positioning
Wolfgang Felix

Please find our initiation on Ubisoft here.

It gets interesting when founder management are officially gamers, and in a game they’ve written themselves. It turns out, nobody’s gun is

Wolfgang Felix
Martha Felix
Ubisoft - coming soon
Martha Felix
Martha Felix